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Service & Product on the same sale

started a topic over 6 years ago

Currently it appears the only way to add services to a quote along with products is to use 'additional charges', however this leaves out the "SKU" and "Product Description".


Using the "Services Only" sale shows all the required fields but won't let you add any "Products".


This makes it really hard to quote/invoice a sale that consists of a Service with some consumables (Products). If you allowed both products and services to be populated in the first grid on the "New Sale" that would be perfect. 


8 people like this idea
  • Service tab contains Description column. 

  • I am having a similar issue with Service Items on Purchase Orders:  

    1. SKU doesn't show up on the screen.  
    2. SKU shows up on the PDF version, but not in Alphabetical Order (as selected in General Settings).

    Solution:
    1. Allow SKU to be viewed on the screen, perhaps through a column header that can be toggled on/off similar to other columns.  
    2. Show SKU on PDFs in the same desired fashion as under the Product section.

    Why is this important?
    For Co-Manufacturing Production Orders, a Purchase Order is automatically generated with a Finished Product in the Product section, and an Output in the Additional Costs section.  A lot of our CoMFG Production Orders are in large batches with many individual parts being done (i.e. 50).  As a result, our Purchase Orders can be very large and are unorganized both on the screen and on the printed PDF (see below).

    ON SCREEN EXAMPLE.  NOTE NO SKU SHOWN.

    image


    PRINTED EXAMPLE.  NOTE NOT IN APHABETICAL ORDER
     

    image

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